CFP
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Cascade Financial Partners’s Accenture ACN Stock Holding History

Cascade Financial Partners’s Portfolio ACN Stock Details ACN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$414K Sell
2,088
-35
-2% -$8.15K 0.04% 181
2025
Q4 		$570K Sell
2,123
-228
-10% -$57.9K 0.06% 159
2025
Q3 		$580K Sell
2,351
-720
-23% -$188K 0.07% 152
2025
Q2 		$918K Sell
3,071
-30
-1% -$9.14K 0.11% 117
2025
Q1 		$968K Sell
3,101
-121
-4% -$42.7K 0.12% 105
2024
Q4 		$1.13M Sell
3,222
-50
-2% -$18K 0.15% 93
2024
Q3 		$1.22M Hold
3,272
– – 0.15% 90
2024
Q2 		$993K Buy
3,272
+30
+0.9% +$9.19K 0.13% 100
2024
Q1 		$1.02M Buy
+3,242
New +$1.18M 0.15% 99

Other funds holding ACN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cascade Financial Partners's ACN Position: Q1 2026 in Review

Cascade Financial Partners reduced its Accenture (ACN) stake by 1.6% in Q1 2026, selling an estimated $8.15K and leaving 2,088 shares worth $414K. The position accounts for 0.04% of the portfolio, ranked #181.

Cascade Financial Partners first reported a position in ACN in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.22M in Q3 2024. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Cascade Financial Partners held 2,088 shares of Accenture worth $414K as of Q1 2026.
  • Cascade Financial Partners sold 35 Accenture shares in Q1 2026, an estimated $8.15K.
  • Accenture made up 0.04% of Cascade Financial Partners's portfolio in Q1 2026, its #181 holding.
  • Cascade Financial Partners first reported a position in Accenture in Q1 2024 and has held it in 9 quarters since.
  • Cascade Financial Partners's Accenture position peaked at $1.22M in Q3 2024.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.